William Blair & Company
IAI icon

William Blair & Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

William Blair & Company’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45K Hold
274
– – ﹤0.01% 1705
2025
Q4 		$49.1K Sell
274
-10
-4% -$1.76K ﹤0.01% 1660
2025
Q3 		$50.2K Sell
284
-64
-18% -$11.1K ﹤0.01% 1641
2025
Q2 		$58.9K Buy
348
+311
+841% +$45.9K ﹤0.01% 1587
2025
Q1 		$5.18K Sell
37
-506
-93% -$75.2K ﹤0.01% 1746
2024
Q4 		$78.2K Buy
543
+43
+9% +$6.14K ﹤0.01% 1556
2024
Q3 		$64.3K Hold
500
– – ﹤0.01% 1598
2024
Q2 		$58.5K Hold
500
– – ﹤0.01% 1580
2024
Q1 		$58K Buy
+500
New +$54.4K ﹤0.01% 1581
2023
Q2 		– Sell
-37
Closed -$3.35K – 1833
2023
Q1 		$3.35K Sell
37
-203
-85% -$20K ﹤0.01% 1768
2022
Q4 		$23K Buy
240
+203
+549% +$19.4K ﹤0.01% 1672
2022
Q3 		$3K Hold
37
– – ﹤0.01% 1785
2022
Q2 		$3K Hold
37
– – ﹤0.01% 1823
2022
Q1 		$4K Buy
+37
New +$3.9K ﹤0.01% 1864

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

William Blair & Company's IAI Position: Q1 2026 in Review

William Blair & Company held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q1 2026 at 274 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

William Blair & Company first reported a position in IAI in Q1 2022 and has held it in 14 quarters since. The position peaked at $78.2K in Q4 2024. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • William Blair & Company held 274 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $45K as of Q1 2026.
  • William Blair & Company left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q1 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1705 holding.
  • William Blair & Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and has held it in 14 quarters since.
  • William Blair & Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $78.2K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.